Added on November 2023 in M&A Issues
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Summary: Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.
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Summary: In 2022, the wealth management industry faced a whirlwind of challenges, ranging from unpredictable markets to rising costs. Advisory firms, however, demonstrated resilience by clocking an 8% growth in client relationships. Yet, beneath these encouraging numbers lie deeper insights and trends.
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Summary: Less than one in five affluent investors say they work with their parents’ financial advisors, according to data published Tuesday by Cerulli Associates. Often, there’s nothing an advisor can do that will persuade a client’s child to hire them – but there are certain types of investors who are much more open to that than others.
Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
Added on November 2023 in Form an RIA
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Summary: Sara Riggs shares experience and insights in our guest blog post, Are You Ready to Attract Top Talent To Your Organization?Riggs is Senior Vice President and Head of Swoon Staffing, where she works to create even more collaboration between Swoon’s recruiting and sales teams to build a true synergy.
